Anchor Investment Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Anchor Investment Management’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.77K	Hold	252	–	–	﹤0.01%	881
2025 Q4	$5.8K	Hold	252	–	–	﹤0.01%	882
2025 Q3	$5.83K	Buy	+252	New	+$5.78K	﹤0.01%	885
2023 Q2	–	Sell	-5,480	Closed	-$128K	–	984
2023 Q1	$128K	Buy	+5,480	New	+$127K	0.02%	403
2022 Q4	–	Sell	-2,091	Closed	-$47.6K	–	960
2022 Q3	$47.6K	Hold	2,091	–	–	0.01%	514
2022 Q2	$50K	Buy	2,091 +2,050	+5,000%	+$49.3K	0.01%	533
2022 Q1	$1.02K	Hold	41	–	–	﹤0.01%	956
2021 Q4	$1.09K	Hold	41	–	–	﹤0.01%	976
2021 Q3	$1.09K	Hold	41	–	–	﹤0.01%	899
2021 Q2	$1.09K	Hold	41	–	–	﹤0.01%	922
2021 Q1	$1.07K	Hold	41	–	–	﹤0.01%	918
2020 Q4	$1.12K	Hold	41	–	–	﹤0.01%	876
2020 Q3	$1.15K	Hold	41	–	–	﹤0.01%	847
2020 Q2	$1.15K	Hold	41	–	–	﹤0.01%	825
2020 Q1	$1.15K	Hold	41	–	–	﹤0.01%	807
2019 Q4	$1.06K	Hold	41	–	–	﹤0.01%	800
2019 Q3	$1.08K	Hold	41	–	–	﹤0.01%	778
2019 Q2	$1.06K	Buy	+41	New	+$1.04K	﹤0.01%	776

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Anchor Investment Management's GOVT Position: Q1 2026 in Review

Anchor Investment Management held its iShares US Treasury Bond ETF (GOVT) position steady in Q1 2026 at 252 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Anchor Investment Management first reported a position in GOVT in Q2 2019 and has held it in 18 quarters since. The position peaked at $128K in Q1 2023. 926 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

Anchor Investment Management held 252 shares of iShares US Treasury Bond ETF worth $5.77K as of Q1 2026.
Anchor Investment Management left its iShares US Treasury Bond ETF share count unchanged in Q1 2026.
iShares US Treasury Bond ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #881 holding.
Anchor Investment Management first reported a position in iShares US Treasury Bond ETF in Q2 2019 and has held it in 18 quarters since.
Anchor Investment Management's iShares US Treasury Bond ETF position peaked at $128K in Q1 2023.
926 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.